It's Different This Time
with Kevin Muir and Patrick Ceresna
#205 Immaculate Disinflation
(guest: Charlie McElligott)
This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Street’s most celebrated strategists. But don’t worry, he also shares with us some insightful views about why markets have been running so hard in January.
#204 Trade Small, Read Widely
(guest: Paul Podolsky)
This week we have the great pleasure of welcoming Paul Podolsky, Wall Street and hedge fund veteran who has recently written a book called “Master, Minion.” We chat about his career, his experiences on Wall Street and how a conversation with Paul Volcker inspired his latest book.
